Stonebridge Financial Planning Group’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.51M	Buy	60,645 +16,464	+37%	+$410K	0.63%	52
2025 Q1	$1.09M	Buy	44,181 +25,846	+141%	+$640K	0.5%	63
2024 Q4	$452K	Buy	+18,335	New	+$452K	0.2%	118